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Newtek Business Svcs shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-12-31 $14k 1.0k 13.80
2023-09-30 $15k 1.0k 14.75

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View all positions for Activest Wealth Management

Top funds holding Newtek Business Svcs

Royce & Associates
Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Barrett & Company
Russell Investments
Ancora Advisors
Goldman Sachs Group
D.A. Davidson & Co.
Bank of America Corporation
Raymond James & Associates
Citadel Advisors
No Street GP
Jane Street
Arkadios Wealth Advisors

View all funds holding Newtek Business Svcs